2020 election resources for financial professionals
Insights and perspectives to help you serve your clients.
2020 distribution & tax information available
To help with tax filing, get distributions and supplemental tax information for Schwab Funds, Schwab ETFs and Laudus Funds.
2020 estimates are now available.
Featured content
Keep up to speed on the market with insights, resources, and more.
Perspectives on recent market volatility
Support your client conversations in current market conditions with the latest insights from Schwab experts including Liz Ann Sonders, Jeffrey Kleintop and Kathy Jones.
Behavioral finance advisor survey
See how behavioral finance impacted advisors and their clients amid a global pandemic and market volatility.
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Use the filter to find the product you’re interested in and download important information, including pricing and performance.
Featured insights and news
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At Charles Schwab Investment Management, we are committed to offering investors a straightforward lineup of core investment products and solutions at a low cost.